HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $961M
1-Year Est. Return 17.6%
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$769M
AUM Growth
-$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$4.58M
3
+$2.75M
4
BAC icon
Bank of America
BAC
+$1.82M
5
HD icon
Home Depot
HD
+$1.49M

Top Sells

1
+$398M
2
+$175M
3
+$4.68M
4
WMT icon
Walmart
WMT
+$4.55M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$3.75M

Sector Composition

1 Technology 20.2%
2 Healthcare 15.68%
3 Financials 12.21%
4 Consumer Discretionary 7.21%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$531K 0.07%
4,140
-672
127
$528K 0.07%
4,963
+220
128
$527K 0.07%
4,968
129
$494K 0.06%
2,438
+253
130
$486K 0.06%
+7,145
131
$463K 0.06%
18,132
+1,992
132
$458K 0.06%
2,864
133
$453K 0.06%
3,183
+200
134
$441K 0.06%
1,046
-38
135
$435K 0.06%
7,308
-161
136
$410K 0.05%
+2,948
137
$402K 0.05%
1,750
+250
138
$386K 0.05%
810
-48
139
$383K 0.05%
2,753
+1,153
140
$381K 0.05%
12,140
+2,100
141
$378K 0.05%
2,399
+524
142
$354K 0.05%
800
-4,000
143
$345K 0.04%
6,552
+1,855
144
$343K 0.04%
3,654
+798
145
$336K 0.04%
10,715
146
$323K 0.04%
3,897
147
$317K 0.04%
+1,460
148
$312K 0.04%
2,334
-150
149
$307K 0.04%
2,250
150
$307K 0.04%
2,822
-673
4 5
6
7 8